NETDOCUMENTS using DocuSign

NetDocuments is a cloud-based document management system that allows users to store, share, and collaborate on documents securely. One of the features of NetDocuments is its integration with DocuSign, a digital signature platform that allows users to sign documents electronically. In this article, we will explore how to use DocuSign within NetDocuments.

Setting up DocuSign Integration

Before you can use DocuSign within NetDocuments, you need to set up the integration. Here's how:

Log in to NetDocuments and go to the "Settings" menu.
Click on "Integrations" and select "DocuSign" from the list of available integrations.
Enter your DocuSign credentials and click "Connect."
Once the integration is set up, you can start using DocuSign within NetDocuments.

Using DocuSign within NetDocuments

Now that you have set up the integration, you can use DocuSign to sign documents within NetDocuments. Here's how:

Open the document you want to sign in NetDocuments.
Click on the "DocuSign" button in the toolbar.
A new window will open, and you will be prompted to sign in to DocuSign if you haven't already.
Once you are signed in, you will see the document in DocuSign, and you can add your signature, initials, or other fields as required.
Once you have completed the signing process, the signed document will be automatically saved back to NetDocuments.

Benefits of Using DocuSign within NetDocuments

Using DocuSign within NetDocuments has several benefits, including:

Increased efficiency: By signing documents electronically, you can save time and reduce the need for paper-based processes.
Improved security: DocuSign uses advanced security features to ensure that your documents are protected.
Enhanced collaboration: With DocuSign, you can easily share documents with others and collect signatures from multiple parties.

Troubleshooting DocuSign Integration

If you encounter any issues with the DocuSign integration within NetDocuments, here are some troubleshooting tips:

Make sure that your DocuSign credentials are correct and that you have authorized the integration.
Check that you have the necessary permissions to use DocuSign within NetDocuments.
If you are still having issues, contact NetDocuments support for assistance.

In conclusion, using DocuSign within NetDocuments is a powerful tool that can help you streamline your document signing processes. By following the steps outlined in this article, you can set up the integration and start signing documents electronically in no time.